Attendance: Hybrid
Employment Category: Senior Professional
Type of Contract: Permanent
A career as a Senior private Banker at National Bank means acting as a credit expert for wealthy clients.
National Bank offers a wide range of financial services to individuals, businesses and Canadian governments.
The Senior private Banker – private Banking 1859 is located in the Montreal region.
Your job:
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Build a relationship of trust with National Bank Financial's wealth management advisors and their wealthy clients
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Recommend and implement strategic financing solutions tailored to the needs of wealthy clients of National Bank Financial wealth Management Advisors
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Identify and develop business opportunities for all the services and products offered by the Bank and develop the market for high-end personal clients of National Bank Financial wealth Management Advisors
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Manage the client journey map in collaboration with the wealth Management Advisor at National Bank Financial, in line with the type of client base and guide clients appropriately to achieve their financial objectives
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Provide the financial expertise and framework needed to help current generations grow their wealth for the benefit of future generations and, in many cases, charitable organisations
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Structure complex credit applications
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Interpret financial data using sophisticated analysis and submit financing and credit renewal applications
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Manage a credit portfolio by rigourously applying the Bank's risk management standards
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Help the Bank grow its share of wallet and increase profitability by providing banking solutions to clients based on their profile and objectives
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Rigorously apply processes and procedures to properly analyse clients' needs and develop an integrated and profitable financial strategy with them
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Be responsible for the sustainability of the relationship with clients and ensure the profitability of their portfolio
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If necessary, involve the appropriate specialists and parties in the relationship in order to adequately meet clients' needs
Your team:
You will report to the Senior Manager – Montreal region in commercial Banking and private Banking 1859. Our team stands out for its expertise in the field and in the market.
Prerequisites:
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Bachelor's degree in a related field and ten (10) years of relevant experience, or master's degree in a related field and six (6) years of relevant experience
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Knowledge of banking products and services in the Personal and commercial Banking sectors
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Outstanding customer service, business development and negotiation skills
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Excellent interpersonal skills and ability to build strong business relationships
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Accessibility, user-friendliness, proactivity, client-centric attitude, agility and accountability
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Leadership skills and ability to be autonomous, persevere and work
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English, French
Skills: Client Relations, Communication, Customer Service, Emotional Intelligence, Funding, Needs Analysis, Refinance, Risk Management, Teamwork, Accountability, Client-focused, Learning Agility, Active collaboration, Listening
